HCP

Holt Capital Partners Portfolio holdings

AUM $623M
1-Year Est. Return 13.79%
This Quarter Est. Return
1 Year Est. Return
+13.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Sector Composition

1 Financials 8.15%
2 Technology 4.04%
3 Energy 3.92%
4 Healthcare 3.71%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9,005